Plan5500

Sturbridge, MA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sturbridge, MA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $27,712,232 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Sturbridge

  • 5 loaded plans hold $27.7M in reported assets across 4 sponsors.
  • The largest, Old Sturbridge Village 403b Dc Plan, holds 52% of reported Sturbridge plan assets.
  • Plans cover 1,053 participants — about 211 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$27.7MSummed across loaded plans$27,705,242
Total reported assets$27.7M$27,712,232
Total reported participants1.1K1,053
Total reported liabilities$7K$6,990

Reported net position

Reported assets = net assets + liabilities (summed)$27.7M total assets
Net assets$27.7MLiabilities$7K
Contributions & income
Employer contributions$210.7K
Participant contributions$809.7K
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)$2.8M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation2 / 5 (40%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sturbridge, MA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Sturbridge market comparison

Largest plan share of assets52%Old Sturbridge Village 403b Dc Plan
Participants per plan211Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Sturbridge

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Old Sturbridge Village 403b Dc Plan$14.3M
    Old Sturbridge Inc. · 2023
  2. 2
    Arland Tool & Manufacturing Inc. 401(K) Plan$9.5M
    Arland Tool & Manufacturing, Inc. · 2023
  3. 3
    Yankee Spirits, Inc 401(K) Profit Sharing Plan$3.9M
    Yankee Spirits, Inc. · 2023
  4. 4
    Old Sturbridge, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Old Sturbridge Inc. · 2023
  5. 5
    Venture Community Servicesnot reported in the loaded dataset
    Venture Community Services · 2023

Largest plans in Sturbridge → · Sturbridge plans by participants → · Sturbridge plans with financial data → · Sturbridge plans with provider compensation → · $1B+ plans in Sturbridge →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sturbridge, MA?
5 plan(s) reported by 4 sponsor(s) are loaded for Sturbridge, MA.

Related Form 5500 pages